Tortoise Investment Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-420
| Closed | -$19.1K | – | 1134 |
|
|
2025
Q3 | $19.1K | Hold |
420
| – | – | ﹤0.01% | 527 |
|
|
2025
Q2 | $17.1K | Hold |
420
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $15.9K | Hold |
420
| – | – | ﹤0.01% | 533 |
|
|
2024
Q4 | $17.5K | Hold |
420
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $17.5K | Hold |
420
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $16K | Hold |
420
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $16.5K | Hold |
420
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $15.7K | Hold |
420
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $13.9K | Hold |
420
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $14.4K | Hold |
420
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $13.8K | Hold |
420
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $13.3K | Hold |
420
| – | – | ﹤0.01% | 509 |
|
|
2022
Q3 | $12K | Hold |
420
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $13K | Hold |
420
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $15K | Hold |
420
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $16K | Hold |
420
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $15K | Hold |
420
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $16K | Hold |
420
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $15K | Hold |
420
| – | – | ﹤0.01% | 392 |
|
|
2020
Q4 | $13K | Hold |
420
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $10K | Hold |
420
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $9K | Hold |
420
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $8K | Hold |
420
| – | – | ﹤0.01% | 394 |
|
|
2019
Q4 | $11K | Hold |
420
| – | – | ﹤0.01% | 394 |
|
|
2019
Q3 | $11K | Hold |
420
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $11K | Hold |
420
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $11K | Hold |
420
| – | – | ﹤0.01% | 400 |
|
|
2018
Q4 | $10K | Hold |
420
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $12K | Hold |
420
| – | – | ﹤0.01% | 382 |
|
|
2018
Q2 | $12K | Hold |
420
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $11K | Hold |
420
| – | – | ﹤0.01% | 376 |
|
|
2017
Q4 | $11K | Hold |
420
| – | – | ﹤0.01% | 383 |
|
|
2017
Q3 | $11K | Hold |
420
| – | – | ﹤0.01% | 355 |
|
|
2017
Q2 | $10K | Hold |
420
| – | – | ﹤0.01% | 355 |
|
|
2017
Q1 | $10K | Hold |
420
| – | – | ﹤0.01% | 335 |
|
|
2016
Q4 | $10K | Hold |
420
| – | – | ﹤0.01% | 332 |
|
|
2016
Q3 | $9K | Hold |
420
| – | – | ﹤0.01% | 327 |
|
|
2016
Q2 | $8K | Buy |
+420
| New | +$8.09K | ﹤0.01% | 338 |
|
Other funds holding PRFZ
WA
AIA
FFA
SFGP
Tortoise Investment Management's PRFZ Position: Q4 2025 in Review
Tortoise Investment Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2025, closing a stake of 420 shares — an estimated $19.1K sold.
Tortoise Investment Management first reported a position in PRFZ in Q2 2016 and held it in 38 quarters. The position peaked at $19.1K in Q3 2025. 316 funds tracked by Wall St. Rank hold PRFZ as of Q4 2025.
- Tortoise Investment Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 420 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2025, an estimated $19.1K.
- Tortoise Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2016 and held it in 38 quarters.
- Tortoise Investment Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $19.1K in Q3 2025.
- 316 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.